Client Manager managing business insurance accounts and performing various transactions in the agency management system. Ensuring customer satisfaction and collaborating with producers for submissions.
About the role
- Client Manager building relationships with business clients in Commercial Banking. Collaborating with internal teams to enhance cash management services and client experience.
Responsibilities
- Collaborate with partners to expand and retain business and commercial clients
- Maintain and manage cash management services, including project completion and tracking
- Prepare, deliver, and review agreements
- Conduct research to support ongoing client needs
- Generate cross-sell leads and participate in regular bank initiatives
- Partner with internal stakeholders to address complex client needs
- Make timely, risk-aware decisions and take ownership of outcomes
- Analyze information from various sources to draw conclusions and develop solutions
Requirements
- Bachelor's Degree or equivalent experience (required)
- 3+ years of cash management experience (required)
- 3+ years of Commercial Banking experience (preferred)
- Certified Cash Manager (CCM) or Certified Treasury Professional (CTP) (preferred)
- Expertise in treasury/ cash management products and services
- Strong verbal and written communication for client engagement
- Comfortable presenting to clients and internal stakeholders
- Skilled in Microsoft Office in Word, Excel, and PowerPoint for business tasks
Benefits
- eligibility for incentive compensation which may include production, commission, and/or discretionary incentives
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